Joshua Amaral NM Financial Rep

Joshua Amaral NM Financial Rep Helping people build financial Security through wholistic planning.

Let’s talk if you’re trying to prioritize multiple financial goals.
04/29/2022

Let’s talk if you’re trying to prioritize multiple financial goals.

Should you pay off your mortgage or save for retirement? Here’s what to know before you make a decision.

Here are some of the key provisions that could impact your retirement planning. As always, please reach out if you’d lik...
04/25/2022

Here are some of the key provisions that could impact your retirement planning. As always, please reach out if you’d like to discuss your plan. It's never too early to start planning, but it can be too late. It still never costs a cent to have the conversation with me.

The SECURE Act 2.0 aims to help people save more for retirement. Here’s what you need to know about how the provisions may affect you.

Define what wellness looks like for you.
04/11/2022

Define what wellness looks like for you.

Grokker CEO Lorna Borenstein created a customizable framework to help you measure whether you’re meeting wellness goals. Here’s how to use it if you’re dealing with burnout.

Reach out if you have questions about how to manage your retirement savings.
04/11/2022

Reach out if you have questions about how to manage your retirement savings.

Learn when you may want to roll over retirement funds and when it might be best for you to leave them in your employer’s plan. Here’s what you need to know.

Address

5360 Discovery Park Boulevard Suite 101
Williamsburg, VA
23188

Opening Hours

Monday 8am - 6pm
Tuesday 8am - 6pm
Wednesday 8am - 6pm
Thursday 8am - 6pm
Friday 8am - 6pm

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